Credit Analyst

California Dairies, Inc. • Visalia, CA

9d • Onsite

About The Position

Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world. Our Visalia corporate office serves as the central hub for the CDI enterprise, driving strategic decision-making, innovation, overall business support, and growth across our diverse portfolio of dairy products and brands. We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California! Our commitment to CDI employees: We believe in valuing our team with a total rewards package that goes beyond the basics. You'll find we offer competitive pay and incentive programs designed to recognize and reward your contributions. Competitive medical, dental, and vision benefits, generous paid time off, sick days & holidays, retirement plans designed to secure your future. We don't stop there. We've also cultivated a variety of valuable programs focused on your personal well-being and professional growth, ensuring you have the support you need to both inside and outside of work. Job Summary The Credit Analyst, reporting to the Credit Account Manager, manages customer accounts and leads effective collections across the accounts receivable portfolio to improve cash flow and reduce bad-debt risk. Key duties include evaluating new customer account requests, reviewing contracts, and coordinating billing with the AR team. The analyst also resolves cash application issues to ensure accurate and timely payment posting.

Requirements

• Strong proficiency in personal computer use and business solutions software.
• Excellent interpersonal skills for effective interaction with accountants, customers, and senior management.
• Exceptional verbal and written communication skills for working collaboratively with support personnel and leadership.
• Strong analytical and critical-thinking abilities with a high attention to detail.
• Effective presentation skills to educate internal teams on credit and collections policies, procedures, and best practices.
• Ability to maintain confidentiality and ensure the security of all financial records and documentation.
• Demonstrated sound judgment when performing assigned duties and making decisions.
• Associate’s or Bachelor’s degree in business administration, Accounting, Finance, or related field preferred.
• Minimum of 2 years of accounting experience, including Accounts Receivable, with exposure to credit and collections.
• Experience collaborating with an international customer base.
• Experience working with generally accepted accounting principles and accounting software.
• English is required as the written and spoken language. A well-modulated tonal volume is required with excellent diction skills needed.
• This job requires frequent communication with personnel in other CDI locations, CDI customers and regulatory representatives.

Nice To Haves

• Large ERP Accounts Receivable system experience highly desirable; Dynamics 365 is a plus.
• Experience in dairy industry is a plus.

Responsibilities

• Facilitate all processes associated with the credit and collections functions of the Accounts Receivable team
• Ensure timely completion of daily customer account collections and resolution of account issues.
• Ensure accuracy of customer master data and perform regular updates as needed. Process daily sales order credit holds and releases.
• Support the cash application process and reconcile payment discrepancies.
• Responsible for the A/R Sub ledgers for collectability and to escalate concerns on aging accounts as they arise.
• Assist in the collection of past-due amounts through direct communication with internal sales and customer service teams.
• Support the A/R team by covering responsibilities during team member absences.
• Follow all company safety and working rules.
• Maintain positive, professional relationships with coworkers, management, customers, vendors, and other employees, promoting a cooperative and productive work environment.
• Exercise initiative and sound judgment in decision-making aligned with California Dairies Inc.’s best interests.
• Facilitate weekly or biweekly meetings with relevant departments to review aging reports.
• Perform other duties as assigned.

Benefits

• competitive pay and incentive programs designed to recognize and reward your contributions
• Competitive medical, dental, and vision benefits
• generous paid time off, sick days & holidays
• retirement plans designed to secure your future
• valuable programs focused on your personal well-being and professional growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees